Personal Finance Advisor

Desjardins

Personal Finance Advisor at Desjardins responsible for developing and maintaining client relationships. Advising on financial strategies, managing satisfaction, and representing the caisse in the community.

Posted 7/10/2026full-timeMétabetchouan-Lac-à-la-Croix • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services, client relationship management, and compliance with financial product distribution legislation. Proficient in assessing client satisfaction and implementing strategies for improvement while staying informed on market trends and economic events.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementKnowledge of FrenchUnderstanding of Financial Services Cooperatives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services KnowledgeMarket Trend AnalysisCompliance UnderstandingClient Satisfaction AssessmentService Quality Improvement

Soft Skills

AdvisingCommunicationOutreach Participation

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesEconomic EventsPolitical EventsLegislative EventsFinancial Product Distribution

About the role

Key responsibilities & impact

Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay up-to-date on the financial services industry, market trends and best practices in your field
Participate in outreach activities and represent the caisse in the community

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of one year of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Understanding of the philosophy and fundamentals of financial services cooperatives
Notions of compliance with legislation respecting the distribution of financial products and services

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment